http://finance.groups.yahoo.com/group/closedendfunds2/ Closed End Funds 2 Wed, 11 Nov 2009 00:47:00 GMT arbcefs http://finance.groups.yahoo.com/group/closedendfunds2/message/1873 http://finance.groups.yahoo.com/group/closedendfunds2/message/1873 ... Blackrock Greater Europe BRGE:GB Tue, 10 Nov 2009 20:04:21 GMT rich abraham http://finance.groups.yahoo.com/group/closedendfunds2/message/1872 http://finance.groups.yahoo.com/group/closedendfunds2/message/1872 What stock are you referring to? Tue, 10 Nov 2009 19:26:00 GMT arbcefs http://finance.groups.yahoo.com/group/closedendfunds2/message/1871 http://finance.groups.yahoo.com/group/closedendfunds2/message/1871 Has anyone had experience tendering investmetn trusts in London. Blackrock's upcomong one looks good. Peter Tue, 10 Nov 2009 18:09:25 GMT JerryP http://finance.groups.yahoo.com/group/closedendfunds2/message/1870 http://finance.groups.yahoo.com/group/closedendfunds2/message/1870 Thanks. I think they may go the route of a 100% tender but at what discount, if any? The change in policy would allow Goldstein group to proceed with any Tue, 10 Nov 2009 18:03:27 GMT verdirules http://finance.groups.yahoo.com/group/closedendfunds2/message/1869 http://finance.groups.yahoo.com/group/closedendfunds2/message/1869 I don't believe you have missed anything and the discount does seem very tight. To the best of my knowledge the tender details have not been announced. I Mon, 09 Nov 2009 18:20:36 GMT psteinx http://finance.groups.yahoo.com/group/closedendfunds2/message/1868 http://finance.groups.yahoo.com/group/closedendfunds2/message/1868 The last time I checked (sometime last week, on CEFConnect and/or Yahoo! Finance, IIRC), the discount spreads were pretty tight. If we assume that BFZ's Mon, 09 Nov 2009 17:29:05 GMT psteinx http://finance.groups.yahoo.com/group/closedendfunds2/message/1867 http://finance.groups.yahoo.com/group/closedendfunds2/message/1867 Sorry for the rant-like nature of this post. And I'm not really trying to take a political or policy standpoint about whether LT/ST rate difference is a good Mon, 09 Nov 2009 15:19:34 GMT JerryP http://finance.groups.yahoo.com/group/closedendfunds2/message/1866 http://finance.groups.yahoo.com/group/closedendfunds2/message/1866 Have I missed the details on PIF? Seems awfully tight discount without specifics. Thanks, arbman Tue, 03 Nov 2009 23:39:52 GMT arbcefs http://finance.groups.yahoo.com/group/closedendfunds2/message/1865 http://finance.groups.yahoo.com/group/closedendfunds2/message/1865 I've been accumulating BCL, BCK and BZA without much trouble (somesone dumped 200,000 shares of BCL into me today so perhaps luck.) As long as BFZ's discount Tue, 03 Nov 2009 04:31:28 GMT RobertJCohen http://finance.groups.yahoo.com/group/closedendfunds2/message/1864 http://finance.groups.yahoo.com/group/closedendfunds2/message/1864 Also wanted to highlight insider ownership in BDCs, which is often substantial. It's best when the insider ownership is significant relative to the insiders' Tue, 03 Nov 2009 01:37:27 GMT RobertJCohen http://finance.groups.yahoo.com/group/closedendfunds2/message/1863 http://finance.groups.yahoo.com/group/closedendfunds2/message/1863 I have owned a few BDCs over the years. Currently, I hold MVC, CODI (actually a LLC, not a BDC), CSWC, and ACAS. I'm not sure what would constitute serious Fri, 30 Oct 2009 20:13:22 GMT rich abraham http://finance.groups.yahoo.com/group/closedendfunds2/message/1862 http://finance.groups.yahoo.com/group/closedendfunds2/message/1862 I used to follow some BDCs (ALD, ACAS, etc) mostly with a view towards shorting them. Don't believe their reported NAVs - ALD management in particular had a Thu, 29 Oct 2009 23:02:35 GMT psteinx http://finance.groups.yahoo.com/group/closedendfunds2/message/1861 http://finance.groups.yahoo.com/group/closedendfunds2/message/1861 You can poke around at MVC's portfolio here: http://www.mvccapital.com/pf.cfm Seems to be a mix of loans and equity stakes, though I'd guess even some of the Thu, 29 Oct 2009 22:37:38 GMT psteinx http://finance.groups.yahoo.com/group/closedendfunds2/message/1860 http://finance.groups.yahoo.com/group/closedendfunds2/message/1860 CEFConnect.com shows a number of BDCs (Business Development Companies) at big discounts (EQS and MVC among others). CEFConnect.com has only 6 funds classifed Mon, 26 Oct 2009 16:14:10 GMT psteinx http://finance.groups.yahoo.com/group/closedendfunds2/message/1859 http://finance.groups.yahoo.com/group/closedendfunds2/message/1859 What I'm wondering about is how to time the selling of NPM. Between my two main accounts (one a joint account with my wife), I've got a lot of NPM. I *might*